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Migrate From

Getting Legal Done to Clio Manage

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Addresses: Social Media Accounts
Contact Custom Field Definitions
Contact Custom Field Values
Contact Notes

Documents

Document Categories
Folders
Documents
Document Comments
Document Versions: Current Version
Document Versions: Previous Versions

Tasks & To-Dos

Task Entry Categories
Task Entry Category <=> Task Entry Links
Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Custom Fields

Contact Custom Field Definitions
Contact Custom Field Values

Matters

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships

Need More?

More Available on Request

Ready to Start this Migration?

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